Automation & integrations / Guide
Example: Qualify a Real Estate Lead
See how a lead could be assigned and followed up.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Scenario
A new property enquiry arrives. The team wants higher-budget enquiries assigned to a senior salesperson.
Possible flow
Set a qualifying budget threshold, check the required fields, then assign the right owner and schedule a follow-up. Test the flow before enabling it widely.
Review
A person should validate lead quality and messaging, especially before contacting a prospect.
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